---
sourceDocument: Yokohama Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/it-business-management

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    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Export a CWM Board to CSV or Microsoft Excel

# Export a CWM Board to CSV or Microsoft Excel {#ariaid-title1}

* Release version: Yokohama
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Export the list view of Collaborative Work Management (CWM) Boards to CSV or Microsoft Excel. Use the data to obtain insights, share with stakeholders, and prepare for analysis or presentations.

## Before you begin

[Create a Board in CWM](https://www.servicenow.com/docs/zkoJoFMBAOXopiyoAt2N4A "Manage work assigned to your team as tasks and track them to completion using customizable Boards for your shared Spaces in Collaborative Work Management.")

Role required: sn_cwm.cwm_user

## Procedure

1. Navigate to WorkspacesCollaborative Work Management.
2. From a Space, select the Board that you want to export.
3. From the Board header, select the More options icon (![More options icon.]()), and then select Export.  
4. In the Export dialog, select the Board view that you want to export and the file type.

   | Option | Description |
   | Current board view | * Current board view: Exports only the currently displayed columns in the Board, including any column sorting or filters. * From the File type drop-down list, select CSV or Excel. {#export-a-board-in-cwm-to-csv-or-excel__ul_ihc_42k_bdc} |
   | Complete board view | * Complete board view: Exports all the columns in the Board, including the columns that aren't displayed. * From the File type drop-down list, select CSV or Excel. {#export-a-board-in-cwm-to-csv-or-excel__ul_jdk_p2k_bdc} |
   |-|-|

   {#export-a-board-in-cwm-to-csv-or-excel__choicetable_jqy_k2k_bdc}
5. Select Export.  
   Note:  
   The exported file doesn't retain the hierarchy of the tasks from the Board and all links, including URLs, references to records and assigned users, are converted to plain text.

## Result

The file is downloaded and saved in your local system.

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